M&R Capital Management’s Aegon AEG Stock Holding History

M&R Capital Management’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-443	Closed	-$1K	–	408
2021 Q2	$1K	Buy	+443	New	+$1.89K	﹤0.01%	400
2017 Q4	–	Sell	-512	Closed	-$2K	–	530
2017 Q3	$2K	Sell	512 -14	-3%	-$63	﹤0.01%	520
2017 Q2	$2K	Sell	526 -15	-3%	-$59	﹤0.01%	515
2017 Q1	$2K	Hold	541	–	–	﹤0.01%	518
2016 Q4	$2K	Hold	541	–	–	﹤0.01%	514
2016 Q3	$1K	Sell	541 -19	-3%	-$57	﹤0.01%	517
2016 Q2	$1K	Buy	+560	New	+$2.1K	﹤0.01%	504

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

M&R Capital Management's AEG Position: Q3 2021 in Review

M&R Capital Management sold out of Aegon (AEG) in Q3 2021, closing a stake of 443 shares — an estimated $1K sold.

M&R Capital Management first reported a position in AEG in Q2 2016 and held it in 7 quarters. The position peaked at $2K in Q3 2017. 185 funds tracked by Wall St. Rank hold AEG as of Q3 2021.

M&R Capital Management reported no remaining Aegon position as of Q3 2021 after selling out during the quarter.
M&R Capital Management sold 443 Aegon shares in Q3 2021, an estimated $1K.
M&R Capital Management first reported a position in Aegon in Q2 2016 and held it in 7 quarters.
M&R Capital Management's Aegon position peaked at $2K in Q3 2017.
185 funds tracked by Wall St. Rank held Aegon as of Q3 2021.

Based on M&R Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.